Moderate Allocation Funds
These funds seek to balance preservation of capital with appreciation. They typically expect volatility similar to a strategic equity exposure between 50% and 70%.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|
| American Funds American Balanced C
BALCX
| 16.04% | 4.09% | 7.67% | 1.320% | 226.67 Bil | ||
| American Funds American Balanced R2
RLBBX
| 16.03% | 4.08% | 7.65% | 1.330% | 226.67 Bil | ||
| American Funds American Balanced R4
RLBEX
| 16.87% | 4.84% | 8.44% | 0.600% | 226.67 Bil | ||
| American Funds American Balanced 529F
CLBFX
| 17.06% | 5.01% | 8.64% | 0.680% | 226.67 Bil | ||
| American Funds American Balanced R3
RLBCX
| 16.50% | 4.52% | 8.12% | 0.890% | 226.67 Bil | ||
| American Funds American Balanced A
ABALX
| 16.91% | 4.88% | 8.48% | 0.570% | 226.67 Bil | ||
| American Funds American Balanced 529-F-2
FBAFX
| 17.17% | 5.10% | — | 0.330% | 226.67 Bil | ||
| American Funds American Balanced R2E
RAMHX
| 16.32% | 4.36% | 7.95% | 1.040% | 226.67 Bil | ||
| American Funds American Balanced R1
RLBAX
| 16.02% | 4.08% | 7.66% | 1.330% | 226.67 Bil | ||
| American Funds American Balanced R5
RLBFX
| 17.20% | 5.15% | 8.77% | 0.300% | 226.67 Bil | ||
| American Funds American Balanced F1
BALFX
| 16.83% | 4.81% | 8.42% | 0.620% | 226.67 Bil | ||
| American Funds American Balanced R5E
RLEFX
| 17.08% | 5.04% | 8.66% | 0.400% | 226.67 Bil | ||
| American Funds American Balanced 529C
CLBCX
| 15.99% | 4.04% | 7.63% | 1.370% | 226.67 Bil | ||
| American Funds American Balanced 529E
CLBEX
| 16.61% | 4.59% | 8.19% | 0.840% | 226.67 Bil | ||
| American Funds American Balanced 529A
CLBAX
| 16.84% | 4.83% | 8.44% | 0.600% | 226.67 Bil | ||
| American Funds American Balanced R6
RLBGX
| 17.27% | 5.20% | 8.82% | 0.250% | 226.67 Bil | ||
| American Funds American Balanced 529-F-3
FBONX
| 17.22% | 5.14% | — | 0.300% | 226.67 Bil | ||
| American Funds American Balanced F2
AMBFX
| 17.18% | 5.10% | 8.71% | 0.350% | 226.67 Bil | ||
| American Funds American Balanced F3
AFMBX
| 17.29% | 5.21% | 8.82% | 0.250% | 226.67 Bil | ||
| Vanguard Wellington™ Inv
VWELX
| 15.93% | 4.67% | 8.65% | 0.260% | 111.04 Bil | ||
| Vanguard Wellington™ Admiral™
VWENX
| 16.01% | 4.76% | 8.74% | 0.180% | 111.04 Bil | ||
| Franklin Income Adv
FRIAX
| 9.36% | 4.09% | 6.29% | 0.460% | 72.29 Bil | ||
| Franklin Income A1
FKINX
| 8.68% | 3.92% | 6.11% | 0.610% | 72.29 Bil | ||
| Franklin Income C
FCISX
| 8.41% | 3.31% | 5.54% | 1.110% | 72.29 Bil | ||
| Franklin Income A
FKIQX
| 8.59% | 3.65% | 5.90% | 0.710% | 72.29 Bil |